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SCGE MANAGEMENT, L.P.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1537530
Institutional-grade research for retail investors

Sector Allocation

  • Technology86.7%$5.1B
  • Consumer Discretionary8.6%$506.0M
  • Industrials2.9%$170.1M
  • Financials1.8%$106.6M

AUM History

13fpro.ai/research/fund/scge-management-l-p-1537530

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/scge-management-l-p-1537530

SCGE MANAGEMENT, L.P. 13F holdings — Q2 2026

$5.9B portfolio (+78.7% QoQ) · 21 holdings · Q2 2026 13F · top 10 are 87% of the stock portfolio

All holdings — SCGE MANAGEMENT, L.P. (Q2 2026)

21 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
META$METAMeta Platforms, Inc.$125.4M-13%
NOW$NOWServiceNow, Inc.$112.7M—
KLAR$KLARKlarna Group plc$106.6M—
TTAN$TTANServiceTitan, Inc.$86.9M—
DASH$DASHDoorDash, Inc.$82.6M-72%
AMD$AMDADVANCED MICRO DEVICES INC$64.8MNew
SNOW$SNOWSnowflake Inc.$51.2M-62%
CIEN$CIENCIENA CORP$43.7MNew
CPNG$CPNGCoupang, Inc.$36.3MNew
MPWR$MPWRMONOLITHIC POWER SYSTEMS, INC.$25.3MNew
NET$NETCloudflare, Inc.$24.7MNew

What changed in Q2 2026

Against the previous quarter's 13F: 6 new, 1 added to, 10 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (6)

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.9B

    first bought this quarter

  • AMD$AMDADVANCED MICRO DEVICES INC$64.8M

    first bought this quarter

  • CIEN$CIENCIENA CORP$43.7M

    first bought this quarter

  • CPNG$CPNGCoupang, Inc.$36.3M

    first bought this quarter

  • MPWR$MPWRMONOLITHIC POWER SYSTEMS, INC.$25.3M

    first bought this quarter

  • NET$NETCloudflare, Inc.$24.7M

    first bought this quarter

Added to (1)

  • SNDK$SNDKSandisk Corp+21%

    now $172.3M · held 2 qtrs, 2 adds in a row

Trimmed (10)

  • DASH$DASHDoorDash, Inc.-72%

    now $82.6M · held 5 qtrs

  • GOOGL$GOOGLAlphabet Inc.-30%

    now $398.2M · held 3 qtrs

  • NVDA$NVDANVIDIA CORP-22%

    now $475.1M · held 13+ qtrs, 2 trims in a row

  • AVGO$AVGOBroadcom Inc.-39%

    now $183.7M · held 7 qtrs

  • SNOW$SNOWSnowflake Inc.-62%

    now $51.2M · held 5 qtrs, 3 trims in a row

  • ASML$ASMLASML HOLDING NV-22%

    now $212.3M · held 4 qtrs, 2 trims in a row

+4 more in the Excel export

Sold out (6)

  • NTSK$NTSKNetskope Incwas $93.0M

    held 1 qtr

  • CHYM$CHYMChime Financial, Inc.was $78.3M

    held 4 qtrs

  • CRDO$CRDOCredo Technology Group Holding Ltdwas $62.3M

    held 2 qtrs

  • Z$ZZILLOW GROUP, INC.was $52.3M

    held 3 qtrs

  • CART$CARTMaplebear Inc.was $10.5M

    held 9 qtrs

  • FIG$FIGFigma, Inc.was $1.3M

Firm AUM (Form ADV): $10.4B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F SCGE MANAGEMENT, L.P. has filed, 39 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of SCGE MANAGEMENT, L.P.'s top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-1.0%

Value-weighted move of the 10 largest stock positions

Turnover

26%

Last quarter; 70% over the last 4

Top 10 weight

87%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

36%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

SCGE MANAGEMENT, L.P. disclosed 21 positions worth $5.9B in its Form 13F-HR for Q2 2026, led by $SPCX (SPACE EXPLORATION TECHNOLOGIES CORP) at 49.2% of the equity portfolio, followed by $NVDA and $GOOGL. During the quarter the fund opened 6 new positions and exited 6 — including a new stake in $SPCX and a full exit from $NTSK. The portfolio is most concentrated in Technology (86.7% of disclosed assets). All figures are sourced directly from SCGE MANAGEMENT, L.P.’s Form 13F-HR filing with the SEC under CIK 1537530.

Funds like this

managers whose biggest positions overlap SCGE MANAGEMENT, L.P.'s
SC US (TTGP), LTD.$31.89B 13F book · 3 shared top holdingsSPCXKLARDASHD1 Capital Partners L.P.$34.78B 13F book · 4 shared top holdingsSPCXDASHCPNGSEONTARIO TEACHERS PENSION PLAN BOARD$15.77B 13F book · 3 shared top holdingsSPCXSNOWASMLAtreides Management, LP$14.34B 13F book · 3 shared top holdingsSPCXCIENTTANDragoneer Investment Group, LLC$2.83B 13F book · 3 shared top holdingsSPCXKLARTTANKinetic Partners Management, LP$4.19B 13F book · 5 shared top holdingsSPCXSESNDKSNOW

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AI-Powered Hedge Fund Analysis: SCGE MANAGEMENT, L.P.

13F Pro is an AI hedge fund tracker and stock research platform. For SCGE MANAGEMENT, L.P. (SEC CIK: 1537530), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in SCGE MANAGEMENT, L.P.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.